저자: 마사요시손 · 외국인
요약 보기
결론: 손 회장은 과거 제프 베이조스 투자 기회를 놓친 일과 위워크 실패를 '내 실수'로 인정하며, 실수를 받아들이고 배우는 태도를 강조한다. 베이조스 투자 기회: 상장 전 아마존에 투자할 기회가 있었으나 놓쳤다. 소프트뱅크가 지분 30%를 1억 달러에 투자하는 조건을 논의했고 기업가치는 약 3억 달러 수준이었다. 베이조스는 3억5천만 달러를 주장했고 차이는 5천만 달러였다. 도쿄 임원진이 자금이 없다고 판단해 투자를 포기했다고 회고했다. 위워크 실패: 위워크 투자에서 수십억 달러 규모의 손실을 입었다고 인정했다. 애덤 뉴먼은 똑똑하고 에너지 넘치며 리더십이 뛰어난 인물이지만 실수를 했고, 본인도 그 결정에 일부 책임이 있다고 밝혔다. 그럼에도 뉴먼이 다시 성공할 것이라고 믿는다고 했다. 비전펀드 성과: 위워크 손실에도 다른 성공적 투자 덕분에 전체적으로는 수백억 달러 규모의 이익(흑자)을 내고 있다고 설명했다. 비전펀드의 다른 투자가 추가 이익을 가져오기를 기대한다고 했다. 실수에 대한 태도: 실수를 빨리 잊는 사람과 오래 연구하는 사람이 있으며, 자신은 실수를 정당화하지 않고 인정해 배우는 쪽을 택한다고 말했다. 변명하는 대신 어리석었음을 받아들여야 같은 실수를 피할 수 있다는 입장이다. 투자 예측: 대상 자산에 대한 1~3개월 가격 방향 발언은 없다.
다듬은 글
You had the opportunity to invest in Jeff Bezos at the very beginning, but you didn't . Why? I am so stupid. Don't make me blush. I have regretted this my whole life. He and I sat face to face in a small hotel in Switzerland, talked for a few hours about investments, and we almost agreed , you know, uh...
What year was that? Before its IPO. So we were talking, you know, SoftBank is investing $100 million for 30% of his company, and the valuation we were talking about was around $300 million, and he said, "No, Masayoshi, you're crazy. We're not a $ 300 million company." He said, "We're a $ 350 million company." So this difference was only $50 million, and we talked, and I said, okay, okay, maybe you're right, maybe we're wrong, and I'll talk to my guys in Tokyo and get back to you, and right after the trip I went to talk to my people, and everyone said, maybe this is a crazy idea, maybe you're right , but where's the money?
And after an hour of discussion, I said: well, you're right, we don't have any money. So we abandoned this idea. Let me ask you about one thing that was in the news over the last year, and you called it a mistake, so I'm wondering what lesson you learned from that. WeWork, of course, was what you said was a mistake.
Now that you've thought about it and taken the time to learn from it, what was the lesson? Well, I think that's a lesson that Adam Newman learned himself, that he made a mistake, and he's a smart guy. I think he accepts and admits that he made a few mistakes. I think he's a smart guy, an energetic guy, he has a lot of abilities.
He can convince people, he is a great leader. Uh , but he made a certain mistake. You know, every person makes mistakes, and in the end, well, you know, his investments, his decisions, and I am partly responsible for his mistake. So I still love him. I still respect him. I'm sure he'll come back and do many more great things in the rest of his life.
So I, I, I firmly believe that one day he will become very successful, and he will say that he, he learned a lot, uh, from his, his, uh, past life. But, uh , you know, again , we suffered big losses on the WeWork investment, billions of dollars, and that's my mistake, okay? Eh, but fortunately, we have other successful projects.
So overall we're still, we're still in the black, uh, you know, by tens of billions of dollars. Er , er, so I hope that other investments in our Vision Fund will bring us additional profits. How much time do you spend thinking about the mistakes you made? You know, there are people who forget about them right away, and there are people who study them for a very, very long time.
Well, first of all, there are two types of people when you make a mistake. One type of person does not want to accept, to admit that you made a mistake, and such people try to find all sorts of excuses and arguments as to why you made the wrong decision. And the other group accepts and admits the mistake.
And I'm one of those people who would rather , uh, you know, uh, accept my stupidity and my ignorance, my, you know, uh, bad decisions, so that I can learn from my mistakes. I don't need to justify my mistake. I accepted: sorry, I was a fool. Yes? Uh, so I can learn quickly and try not to make the same mistake.
I don't want to bring this up again and again, but it's better to accept it so I can become smarter. What?
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